Samsara Inc. $IOT Shares Sold by SVB Wealth LLC

SVB Wealth LLC decreased its holdings in Samsara Inc. (NYSE:IOT) by 73.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,036 shares of the company’s stock after selling 27,893 shares during the period. SVB Wealth LLC’s holdings in Samsara were worth $399,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also modified their holdings of the company. Catalyst Capital Advisors LLC acquired a new stake in shares of Samsara in the second quarter valued at $28,000. AlphaQuest LLC increased its holdings in Samsara by 519.6% during the 1st quarter. AlphaQuest LLC now owns 1,041 shares of the company’s stock worth $40,000 after purchasing an additional 873 shares during the period. Family Legacy Financial Solutions LLC purchased a new stake in Samsara during the 2nd quarter worth about $40,000. Whipplewood Advisors LLC raised its position in Samsara by 349.8% in the 2nd quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after purchasing an additional 850 shares in the last quarter. Finally, Allworth Financial LP boosted its stake in shares of Samsara by 906.9% in the 2nd quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock valued at $46,000 after buying an additional 1,052 shares during the period. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Samsara Trading Up 2.5%

Shares of Samsara stock opened at $44.89 on Thursday. The company has a fifty day simple moving average of $38.86 and a 200-day simple moving average of $38.72. The stock has a market cap of $25.75 billion, a price-to-earnings ratio of -561.10 and a beta of 1.61. Samsara Inc. has a 12-month low of $31.40 and a 12-month high of $61.90.

Samsara (NYSE:IOT) last announced its quarterly earnings results on Thursday, December 4th. The company reported $0.01 EPS for the quarter, missing the consensus estimate of $0.12 by ($0.11). Samsara had a negative return on equity of 3.61% and a negative net margin of 2.79%.The company had revenue of $415.98 million for the quarter, compared to analyst estimates of $398.92 million. During the same quarter in the prior year, the business earned $0.07 earnings per share. Samsara’s revenue was up 29.2% compared to the same quarter last year. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. On average, analysts forecast that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have recently commented on IOT. Wells Fargo & Company boosted their price objective on Samsara from $50.00 to $52.00 and gave the stock an “overweight” rating in a research report on Friday, December 5th. Zacks Research downgraded shares of Samsara from a “strong-buy” rating to a “hold” rating in a research note on Friday, August 15th. Bank of America boosted their price target on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Cowen restated a “buy” rating on shares of Samsara in a report on Friday, December 5th. Finally, Craig Hallum raised shares of Samsara from a “hold” rating to a “buy” rating and lifted their price objective for the stock from $42.00 to $48.00 in a research report on Friday, September 5th. Ten equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Samsara currently has a consensus rating of “Moderate Buy” and an average price target of $51.29.

Insider Transactions at Samsara

In related news, insider Dominic Phillips sold 18,348 shares of the company’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $46.09, for a total value of $845,659.32. Following the completion of the sale, the insider directly owned 683,425 shares of the company’s stock, valued at $31,499,058.25. This represents a 2.61% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Sanjit Biswas sold 14,152 shares of the firm’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $38.10, for a total value of $539,191.20. Following the transaction, the insider owned 44,952 shares in the company, valued at $1,712,671.20. This represents a 23.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 2,141,806 shares of company stock valued at $81,962,750 over the last quarter. Company insiders own 46.49% of the company’s stock.

Samsara Profile

Samsara Inc provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy.